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• Cristopher Llopiz Osorio | Financial Consultant in RI | Charles Schwab

  Cristopher Llopiz Osorio is a Financial Consultant at Charles Schwab serving Providence, RI. Request an appointment or contact us today to speak with a financial consultant.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• What's an ETF and How Do ETFs Work? | Charles Schwab

  Wondering what's an ETF and how do ETFs work? Learn how income-producing ETFs can potentially help contribute to retirement income and your financial goals.

• Limit Orders, Stop Orders, & Market Orders | Charles Schwab

  Limit orders, market orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn about the risks and advantages of each.

• Why Are Munis Attractive Right Now? | Charles Schwab

  Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

• How to Set Up thinkorswim® for Trading Futures | Charles Schwab

  Watch this video for some insider tips on how to customize thinkorswim® for trading futures.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• Using Chart Divergences to Make Trading Decisions | Charles Schwab

  When technical indicators that normally correlate instead move apart, known as chart divergences, it can be a signal to potentially adjust a trading strategy.

• Bond Funds and Bond ETFs | Charles Schwab

  Learn about bonds, mutual funds, ETFs, and preferred securities. Discover how to get started investing in them to diversify your portfolio.

• How to use Schwab Mobile Deposit™ | Charles Schwab

  Quickly & securely deposit checks into your account using the Schwab mobile app.